Purchases and Sales Made in Q1 2022 in First Tr Enhanced Traded Fd Iv (FTSM)
This table provides information about the institutional ownership of First Tr Enhanced Traded Fd Iv (FTSM) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TR ENHANCED TRADED FD IV.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
79+ 0.77% |
$4.7K - $4.72K
|
10.4K
$622K
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
53New |
$3.15K - $3.17K
|
53
$3.18K
|
|
Apr 18, 2022
Q1 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
37New |
$2.2K - $2.21K
|
37
$2.22K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
31New |
$1.84K - $1.85K
|
31
$1.86K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
31+ 0.19% |
$1.84K - $1.85K
|
16.6K
$996K
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
26+ 0.83% |
$1.55K - $1.55K
|
3.16K
$189K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
26+ 0.6% |
$1.55K - $1.55K
|
4.35K
$261K
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5+ 0.04% |
$297 - $299
|
11.4K
$685K
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5+ 0.08% |
$297 - $299
|
6.01K
$360K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
4+ 0.04% |
$238 - $239
|
9.55K
$572K
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2+ 0.01% |
$119 - $120
|
17.9K
$1.07M
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$59.5 - $59.8
|
2.09K
$125K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$59.5 - $59.8
|
10.6K
$635K
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-1Closed |
$59.5 - $59.8
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5- 55.56% |
$297 - $299
|
4
$240
|
|
Apr 18, 2022
Q1 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-6- 0.02% |
$357 - $359
|
33.3K
$2M
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-12- 4.71% |
$714 - $718
|
243
$14.6K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-40- 0.28% |
$2.38K - $2.39K
|
14K
$840K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-65Closed |
$3.87K - $3.89K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-74- 1.6% |
$4.4K - $4.43K
|
4.56K
$273K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-75- 0.22% |
$4.46K - $4.49K
|
34K
$2.04M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-87Closed |
$5.17K - $5.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-100Closed |
$5.95K - $5.98K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-103- 0.47% |
$6.13K - $6.16K
|
22K
$1.32M
|
|
Apr 22, 2022
Q1 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-129- 0.92% |
$7.67K - $7.71K
|
13.8K
$830K
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-132- 2.27% |
$7.85K - $7.89K
|
5.68K
$340K
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-146- 2.06% |
$8.68K - $8.73K
|
6.93K
$415K
|
|
Apr 18, 2022
Q1 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-160- 0.85% |
$9.52K - $9.57K
|
18.8K
$1.12M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-169- 3.16% |
$10.1K - $10.1K
|
5.18K
$310K
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-199- 2.83% |
$11.8K - $11.9K
|
6.83K
$409K
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-213- 2.12% |
$12.7K - $12.7K
|
9.81K
$588K
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-220- 1.79% |
$13.1K - $13.2K
|
12.1K
$725K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-240- 66.67% |
$14.3K - $14.4K
|
120
$7.19K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-334- 3.29% |
$19.9K - $20K
|
9.83K
$589K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-379Closed |
$22.5K - $22.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-390- 4.31% |
$23.2K - $23.3K
|
8.67K
$519K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-392- 88.09% |
$23.3K - $23.4K
|
53
$3.18K
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-394- 10.47% |
$23.4K - $23.6K
|
3.37K
$202K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-400- 40.77% |
$23.8K - $23.9K
|
581
$34.8K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-410- 4.39% |
$24.4K - $24.5K
|
8.93K
$535K
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-441- 0.32% |
$26.2K - $26.4K
|
137K
$8.2M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-446- 0.71% |
$26.5K - $26.7K
|
62.8K
$3.76M
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-464- 80.14% |
$27.6K - $27.7K
|
115
$6.89K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-499- 0.97% |
$29.7K - $29.8K
|
51K
$3.05M
|
|
May 09, 2022
Q1 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-511- 1.72% |
$30.4K - $30.6K
|
29.3K
$1.75M
|
|
Apr 21, 2022
Q1 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-512- 9.29% |
$30.5K - $30.6K
|
5K
$300K
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-540- 60.07% |
$32.1K - $32.3K
|
359
$21.5K
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-552- 2.38% |
$32.8K - $33K
|
22.6K
$1.35M
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-600- 7.85% |
$35.7K - $35.9K
|
7.04K
$422K
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-600- 7.87% |
$35.7K - $35.9K
|
7.02K
$421K
|